Barings Corporate InvestorsMCI
13F holders, Q4 2025 (December 31)63holders −3
5new positions
9sold out
$18.19avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, down 3 from Q3 2025. 5 opened new positions and 9 sold out. The largest holders were BHK Investment Advisors, LLC ($6.7M), Curbstone Financial Management Corp ($5.3M) and Global Wealth Strategies & Associates ($4.5M).
- Company
- Barings Corporate Investors
- CUSIP
- 06759X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 9 | $3.8M |
All 13F filers, Q3 2025 → Q4 2025: 156,457 shares bought and 264,097 shares sold, net −107,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| BHK Investment Advisors, LLC | 2.21% | Add +2.6% | 370,663 | $6.7M |
| Curbstone Financial Management Corp | 1.02% | Reduce -0.1% | 294,084 | $5.3M |
| Global Wealth Strategies & Associates | 1.11% | Add +6.7% | 246,111 | $4.5M |
| Invesco Ltd. | 0.00% | Reduce -7.3% | 226,932 | $4.1M |
| Barings LLC | 0.08% | No change | 219,664 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 181,313 | $3.3M |
| Smith Asset Management Co., LLC | 2.64% | Reduce -4.1% | 176,145 | $3.2M |
| LPL Financial LLC | 0.00% | Add +1.3% | 123,931 | $2.2M |
| Secure Asset Management, LLC | 0.34% | Reduce -13.2% | 118,938 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 114,990 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 89,853 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 87,434 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.65% | Reduce -0.7% | 83,984 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -4.5% | 75,257 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 68,100 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 62,805 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +10.7% | 60,670 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.7% | 54,762 | $994K |
| Future Financial Wealth Managment LLC | 0.64% | Reduce -2.8% | 46,832 | $956K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.9% | 50,553 | $918K |
| Bank of America Corp. | 0.00% | Add +1.3% | 43,715 | $793K |
| Osaic Holdings, Inc. | 0.00% | Add +10.7% | 43,352 | $787K |
| World Investment Advisors | 0.01% | Add +2.1% | 40,606 | $737K |
| Benjamin Edwards Inc. | 0.01% | Add +0.5% | 33,140 | $601K |
| Equitable Holdings, Inc. | 0.00% | New | 30,189 | $548K |
| Vanguard Group Inc. | 0.00% | No change | 30,100 | $546K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 29,288 | $532K |
| Cerity Partners LLC | 0.00% | New | 25,387 | $461K |
| MGB Wealth Management, LLC | 0.13% | Add +4.7% | 24,291 | $443K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.0% | 22,447 | $407K |
| Rockefeller Capital Management L.P. | 0.00% | Add +348.0% | 22,392 | $406K |
| Jacobs Equity LLC | 0.37% | — | 21,028 | $382K |
| Uptown Financial Advisors LLC | 0.32% | New | 20,594 | $374K |
| Focus Partners Wealth | 0.00% | Reduce -47.6% | 18,713 | $340K |
| US Bancorp \de | 0.00% | No change | 18,288 | $332K |
| St Germain D J Co. Inc. | 0.01% | Add +0.0% | 18,113 | $329K |
| UBS Group AG | 0.00% | Reduce -0.5% | 17,204 | $312K |
| Commerce Bank | 0.00% | No change | 15,256 | $277K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 13,300 | $241K |
| Mayfair Advisory Group, LLC | 0.08% | No change | 10,983 | $204K |
| Kovack Advisors, Inc. | 0.01% | New | 11,120 | $202K |
| DAVENPORT & Co LLC | 0.00% | Reduce -16.2% | 10,334 | $188K |
| Montag A & Associates Inc. | 0.01% | No change | 9,217 | $171K |
| Jones Financial Companies LLLP | 0.00% | Add +82.3% | 9,108 | $165K |
| Comerica Bank | 0.00% | No change | 6,973 | $127K |
| Royal Bank of Canada | 0.00% | Add +0.4% | 4,750 | $86K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 2,825 | $52K |
| Whipplewood Advisors, LLC | 0.03% | Add +6.7% | 2,630 | $48K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,000 | $36K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,325 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,200 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.9% | 1,144 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,040 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 888 | $16K |
| ORG Partners LLC | 0.00% | No change | 800 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 800 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 778 | $14K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 735 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 561 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 550 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 425 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 320 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $4K |
"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.